Milestone Planning Group

Comprehensive Retirement, Estate, and Business Planning

Carl A. Mitlehner, CFP®, MSFS, ChFC, CLU, LUTCF, RHU, REBC, CEBS, CDFA

Financial Services Specialist

Carl A. Mitlehner, a Certified Financial Planner® professional and holder of a Masters of Science Degree in Financial Services, provides sophisticated business, financial, and estate planning solutions for his clients.

Carl is committed to acting as your key trusted advisior and assists his clients comprehensively in areas such as asset management, capital preservation, retirement planning, educational planning strategies, risk management and insurance planning, estate planning strategies, wealth transfer and succession planning.

Working closely with Carl, together he and you can create a written plan to help get you where you want to be, and where you need to be.  Carl looks forward to the opportunity to join you and your family on this important journey.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lease Payment

How much would your monthly lease payment be?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

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